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Flat Fee, Advice Only, and Hourly Financial Planners (or those interested in being one) are meeting up in Philadelphia!About this Event
We are the Transparent Advisor Movement, www.transparentfinancialadvisor.com
Bringing logic, clarity, and fairness to financial advice
We welcome all flat fee advisors, advice only planners, and hourly advisors - or just anyone who simply believes in transparency in financial advice - to atttend our events.
Agenda
🕑: 09:00 AM - 09:15 AM
Welcome and Round the Table Intros
🕑: 09:15 AM - 10:15 AM
Advisor-Led Discussion, "Flat Fee challenges and solutions"
Host: TBD
🕑: 10:15 AM - 10:45 AM
Speed Networking - switch up every 3 minutes
🕑: 10:45 AM - 11:15 PM
Advisor-Led Discussion, "How I built my Advice Only practice"
Host: TBD
🕑: 11:15 PM - 12:00 PM
Conclusion and Group Picture
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Event venue & nearby stays
CultureWorks Greater Philadelphia, 1315 Walnut Street, Philadelphia, United States
Tickets
USD 23.18
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